Private cross-border tax and documentation desk

Cross-border tax advisory and India-side support for global Indians.

Cross Border Tax Desk helps NRIs and global Indians handle India-linked tax, FEMA, property, repatriation and documentation matters, with specialist support for CPA firms that need India-based tax and accounting capacity.

Tax filing, property, FEMA, repatriation, DTAA and documentation reviewed as one cross-border matter.

Document-led process Every matter starts with facts, forms, bank needs, and available documents.
US-friendly communication Clear explanations for NRIs, founders, and CPA firms outside India.
India-side coordination Tax, FEMA, bank, and documentation workflows handled together.
Careful compliance positioning No exaggerated claims. Advice depends on facts and applicable law.
For CPA firms

India-based tax and accounting support for US CPA firms.

Offshore tax preparation, outsourced 1040 workflows, bookkeeping, workpapers and document-led review support with final review retained by the CPA firm.

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Watch overview

How Cross Border Tax Desk helps.

See how we help NRIs, global Indians, and CPA firms handle cross-border tax, compliance, documentation, and execution in India.

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How the desk works

Structured, document-led, and discreet.

Most cross-border issues become stressful because the client receives scattered advice from banks, family, tax portals, and local professionals. CBTD works as a coordination desk to bring the facts, documents, and next steps into one workflow.

01

Map the facts

Residential status, asset history, transaction stage, country, bank route, and urgent deadlines.

02

Review the India-side position

Tax, FEMA, documentation, reporting, and bank-facing requirements are identified.

03

Prepare the document path

We define what is missing, what needs to be corrected, and what should be kept ready.

04

Coordinate next steps

You receive a clear action path for filings, certificates, bank requests, or professional review.

CPA firm support

Offshore support without losing review control.

CPA firms can use CBTD for India-based offshore tax preparation, outsourced 1040 workflows, bookkeeping, workpapers and documentation support while keeping final review and the client relationship in-house.

Built for trust

For clients who need more than a quick answer.

Confidential intakeEvery matter starts privately with facts and documents.
Cross-border clarityIndia-side tax, FEMA, and bank documentation viewed together.
Professional coordinationDesigned for NRIs, founders, and CPA firms that need clear next steps.